Investment Criteria

We help great operators buy the companies they work for.
Situations
Founder and management team recapitalizations
Legacy PE portfolio companies
Broken auction processes
"Storied” opportunities involving healthy companies
Characteristics
Meaningful management team rollover
Asset light or heavy / rental business models
Geography: US or Canada
Majority or minority control
Revenue up to $100M and profitable
Typical Deal
Management wants a partner to help with MBO process
Management wants to own equity
Management wants autonomy day to day
Management wants a strategic partner
Reasonable purchase price
Industry Expert available for co-investment / board position
Sector Focus:
management team recapitalizations
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